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Crawford Large Cap Dividend Fund Class I: (MF: CDGIX)

(NASDAQ Mutual Funds) As of Apr 9, 2026 04:59 PM ET

$14.56 USD

+0.02 (0.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.83 40
3 months 3.54 38
6 months 3.96 59
1 Year 8.76 78
3 Year 11.52 82
5 Year 9.22 62
10 Year 10.82 80

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -40.96
Bull Market (2/09 - 3/21) 498.15

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.18
5 Year 8.60
10 Year 10.22
Since Inception 7.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 3.11 5.16 2.66 0.76
2024 7.89 -2.02 8.78 -3.13
2023 0.05 3.77 -6.23 10.12
2022 -3.34 -9.84 -6.58 13.69
2021 6.49 7.68 -1.43 7.82

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8312.1811.397.20-7.4421.877.3028.61-3.9414.0815.80
% Total Return Rel to Index 0.77-6.03-13.63-19.0410.76-6.80-11.09-2.880.44-7.713.86
% Total Return Rel to Peer 0.69-0.52-8.00-15.7912.25-0.18-12.610.182.91-6.597.98
% Perf Quintile vs Peer* 2.003.000.005.001.004.004.004.002.005.001.00
% Dividends 0.000.180.200.220.200.170.210.180.170.160.15
% Yield 0.001.131.331.251.461.141.571.441.661.441.36
Capital Gains ($) 0.000.690.750.380.220.350.650.000.210.591.24
Expense Ratio 0.000.970.970.950.920.890.950.980.980.980.92

* 1 = Top 20%, 5 = Bottom 20%